WFAG
Worth Financial Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,919
| Closed | -$216K | – | 158 |
|
|
2024
Q3 | $216K | Sell |
5,919
-740
| -11% | -$26.9K | 0.13% | 157 |
|
|
2024
Q2 | $223K | Sell |
6,659
-1,188
| -15% | -$39.8K | 0.15% | 133 |
|
|
2024
Q1 | $253K | Buy |
7,847
+305
| +4% | +$9.83K | 0.18% | 121 |
|
|
2023
Q4 | $242K | Buy |
7,542
+150
| +2% | +$4.81K | 0.19% | 115 |
|
|
2023
Q3 | $224K | Buy |
7,392
+340
| +5% | +$10.3K | 0.2% | 114 |
|
|
2023
Q2 | $223K | Sell |
7,052
-721
| -9% | -$22.8K | 0.21% | 110 |
|
|
2023
Q1 | $245K | Sell |
7,773
-34,079
| -81% | -$1.07M | 0.23% | 101 |
|
|
2022
Q4 | $1.26M | Buy |
+41,852
| New | +$1.26M | 1.46% | 15 |
|